Titelia

Holdings of Polar Capital Emerging Market Stars Fund

Datum One Series Trust · Original filing · Compare with another fund · Report an error

Net assets
188.9M $ including 183.5M $ in equities, 97.1 %
Positions
56 in 17 countries
Top ten
42.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 330,35019.1M $10.11 %
2Samsung Electronics Co Ltd 129,74415.2M $8.03 %
3Tencent Holdings Ltd 206,27413M $6.89 %
4SK hynix Inc 11,5586.6M $3.47 %
5Alibaba Group Holding Ltd 362,2555.7M $3.01 %
6NU Holdings Ltd/Cayman Islands 322,8294.6M $2.46 %
7Phoenix Mills Ltd/The 254,6994.1M $2.16 %
8ASE Technology Holding Co Ltd 365,1544M $2.13 %
9Contemporary Amperex Technology Co Ltd 65,6293.9M $2.06 %
10AIA Group Ltd 339,2033.8M $1.99 %
11Hong Kong Exchanges & Clearing Ltd 72,9343.7M $1.95 %
12Reliance Industries Ltd 248,2353.6M $1.89 %
13Chroma ATE Inc 72,7233.5M $1.85 %
14Sunresin New Materials Co Ltd 335,6673.2M $1.71 %
15Delta Electronics Inc 70,1803.2M $1.67 %
16eMemory Technology Inc 37,0583.2M $1.67 %
17ICICI Bank Ltd 234,7853M $1.60 %
18Shenzhen Inovance Technology Co Ltd 298,1222.9M $1.55 %
19ASPEED Technology Inc 8,4342.9M $1.54 %
20Vietnam Technological & Commercial Joint Stock Bank 2,452,3192.9M $1.51 %
21Ivanhoe Mines Ltd 330,5272.8M $1.50 %
22Advanced Micro-Fabrication Equipment Inc China 60,7652.8M $1.46 %
23Max Financial Services Ltd 170,3752.7M $1.43 %
24B3 SA - Brasil Bolsa Balcao 754,4912.7M $1.42 %
25Xiaomi Corp 646,9652.7M $1.41 %
26Bharti Airtel Ltd 139,8452.7M $1.41 %
27Ping An Insurance Group Co of China Ltd 343,8772.6M $1.40 %
28Multiplan Empreendimentos Imobiliarios SA 419,5182.6M $1.36 %
29Kia Corp 25,9482.6M $1.36 %
30Samsung C&T Corp 14,4682.5M $1.34 %
31WuXi XDC Cayman Inc 331,5522.5M $1.33 %
32MOBILE WORLD INVESTMENT CORP 765,1762.4M $1.26 %
33Futu Holdings Ltd 17,3592.4M $1.26 %
34Sea Ltd 28,5362.4M $1.25 %
35FirstRand Ltd 451,3222.3M $1.22 %
36MercadoLibre Inc 1,3302.3M $1.22 %
37PDD Holdings Inc 22,0812.3M $1.19 %
38Grupo Financiero Banorte SAB de CV 199,8262.2M $1.17 %
39HPSP Co Ltd 73,9712.1M $1.11 %
40Harmony Gold Mining Co Ltd 132,6372M $1.07 %
41Kaspi.KZ JSC 27,3342M $1.07 %
42Paladin Energy Ltd 253,2132M $1.07 %
43FOCI Fiber Optic Communication 109,3262M $1.05 %
44Trip.com Group Ltd 39,4122M $1.04 %
45DiDi Global Inc 395,5051.6M $0.86 %
46OTP Bank Nyrt 14,7471.6M $0.84 %
47NAVER Corp 10,9011.5M $0.79 %
48Jiangsu Hengrui Pharmaceuticals Co Ltd 176,9781.4M $0.76 %
49Kotak Mahindra Bank Ltd 314,1941.2M $0.63 %
50Prestige Estates Projects Ltd 93,7751.1M $0.59 %
51E Ink Holdings Inc 243,5151.1M $0.56 %
52360 ONE WAM Ltd 105,0251.1M $0.56 %
53Aldar Properties PJSC 470,5421M $0.54 %
54FPT Corp 333,231959K $0.51 %
55Alibaba Group Holding Ltd 6,643833.4K $0.44 %
56Action Construction Equipment Ltd 91,047727.7K $0.39 %

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Sector breakdown

  • Technology 28.3 %
  • Financials 9.7 %
  • Communication 8.5 %
  • Consumer discretionary 7.3 %
  • Energy 1.9 %
  • Unattributed 44.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • TWD 21.2 %
  • HKD 18.5 %
  • KRW 16.6 %
  • USD 11.1 %
  • INR 11.0 %
  • CNY 7.8 %
  • VND 3.4 %
  • BRL 2.9 %
  • ZAR 2.4 %
  • CAD 1.5 %
  • MXN 1.2 %
  • AUD 1.1 %
  • HUF 0.9 %
  • AED 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 21.2 %
  • Hong Kong SAR China 19.8 %
  • South Korea 16.6 %
  • India 11.0 %
  • China 7.8 %
  • United States 6.4 %
  • Vietnam 3.4 %
  • Brazil 2.9 %
  • South Africa 2.4 %
  • Canada 1.5 %
  • Cayman Islands 1.2 %
  • Mexico 1.2 %
  • Other countries 4.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan838.9M $21.20 %
2Hong Kong SAR China836.3M $19.81 %
3South Korea630.4M $16.57 %
4India920.1M $10.97 %
5China514.2M $7.76 %
6United States511.8M $6.41 %
7Vietnam36.2M $3.38 %
8Brazil25.3M $2.87 %
9South Africa24.3M $2.36 %
10Canada12.8M $1.54 %
11Cayman Islands12.3M $1.23 %
12Mexico12.2M $1.21 %
Cite this page

Titelia. "Holdings of Polar Capital Emerging Market Stars Fund". https://titelia.com/en/funds/S000068601